Newsletters

April

• Setting a Retirement Savings Goal
• Looking for Value with P/E Ratios
• Early Retirement and Your Tax-Deferred Savings
• Living Benefits Can Help Counter Retirement Risks
• Don’t Let a Disaster Keep the Lights Off Forever
• HOT TOPIC: Government Acts to Blunt Financial Impact of Global Pandemic

March

• Stay-at-Home Spouse? Consider a Spousal IRA
• Three Lessons from Retirees
• Five Red Flags That Raise the Odds of an Audit
• Behavioral Biases That Can Lead to Costly Mistakes
• Classifying Workers: Know the Rules and Risks
• HOT TOPIC: The Coronavirus and the Global Economy

February

• Three Generations of Retirement Strategies
• Do Target-Date Funds Hit the Bull’s-Eye for You?
• Retirement Savings: Traditional, Roth, or Both?
• Municipal Bonds
• What Is Cyber Insurance, and Do You Need It?
• HOT TOPIC: The SECURE Act and Your Retirement Savings

January

• Give and Receive with a Charitable Remainder Trust
• Running with the Dogs
• Business or Hobby? It’s All About Taxes
• Is It Time to Step Up Your Digital Marketing?
• Rain, Sleet, Snow — and Lawsuits?
• HOT TOPIC: Two Trade Agreements Offer Optimism, But Uncertainty Remains

December

• A New Option for Providing Health Coverage in 2020
• Qualified Charitable Distributions
• Prices and the Economy
• What’s Required of the Executor of an Estate?
• Online Shopping Tips
• Hot Topic: The Ag Economy: Tough Times for Farmers in 2019

November

• Retirement Plans for the Self-Employed Dangle Tax Benefits
• Taming Investment Taxes
• Closed-End Funds May Offer Higher Income
• Medicare Open Enrollment
• Three Regrets of Retirees
• HOT TOPIC: Manufacturing Slowdown. . .What Does It Mean for the Economy?

October

• Coping with a Labor Shortage
• Index Update: Shifting Sectors Reflect Social Change
• What Medicare Won’t Cover
• Five Money Issues to Talk About Before the Wedding
• Protection to Help Your Family
• HOT TOPIC: Could a Health Savings Account Help Strengthen Your Retirement Plan?

September

• Sticker Shock May Drive Consumers to Used Cars
• Risk Tolerance: Stress-Test Your Portfolio…and Yourself
• Steps to Help Lower Capital Gains Taxes
• Life Insurance Strategies: Reasons Empty Nesters May Want Permanent Coverage
• Could Employee Ownership Be Part of Your Succession Plan?
• HOT TOPIC: Upside Down: What Does the Yield Curve Suggest About Growth?

August

• Caught in the Middle: The Sandwich Generation
• Consider REITs for Income and Diversification
• Life Insurance with Long-Term Care Benefits
• Qualified Longevity Annuity Contracts (QLACs)
• A Quick and Dirty Guide to Credit

July

• Calculating Key Financial Ratios
• New Study Finds Widespread Job Loss After 50
• Indexed Annuities: Growth Potential with Downside Protection
• What’s the Real Return on Your Investments?
• Seeking Balance in a Mutual Fund

June

• Steps to Executing an Exit Strategy
• Interest Rates and the Economy
• Avoiding Probate with a Transfer-on-Death Deed
• College Savings: Roth or 529 Plan?
• A Steady Strategy in Turbulent Times

May

• Bonds Can Offer Stability Even with Rising Rates
• SRI Investing: Not Just for Stocks
• Be Aware of Observation Care
• Retirement Planning: How Secure Is Social Security?
• Watch Out for Scams That Target Businesses